Time triggered automation

Felix Brumme
Felix Brumme Member Posts: 26
25 Up Votes 10 Comments Second Anniversary Name Dropper
edited June 8 in Ideas and Product Feedback #1

It would be very helpful if we could build automations in such a way that they are started by a specific day and/or time. (daily/weekly/every 1st of the month/etc.)

Currently, automations are only started by a manual input. Which means you have to touch the deal, but automations built in the shelf to avoid that. You want to have less manual effort. 

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  • Martin Pfeiffer
    Martin Pfeiffer Member Posts: 32
    25 Up Votes 10 Comments
    edited July 2022 #2

    Hey Team,

    support told me that workflow automation triggered by a time based condition is not available as of now. I have been referred to use Zapier instead however could not really work out anything I wanted.

    Let me give You a quick example:

    I love the rotten days feature. But what I really need is a workflow automation that triggers after a deal rottens for x amount of days (amazing it would be if individual stages could be addressed too). The moment am pushing lots of deals through my pipelines am eager to have an automatic house keeping tidy up the stages/pipelines in the background, idle deals and maybe transfer them into another pipeline dedicated for the slow-mo deals.

    Time based triggers can do so much more and users are gonna love this feature!

    THX

  • Marcelo Silva
    Marcelo Silva Member Posts: 260
    Third Anniversary 100 Comments Photogenic Community Driver
    edited September 8 #3

    Uma das coisas que poucas pessoa usam são Filtros como condições para gatilhos.

     

    Então você pode sim, criar uma automação que é disparada quando um negócio esta sem ser atualizado em X dias.

    1º crie um filtro que corresponda ao tempo que você quer de gatilho.
    2º crie uma automação de NEGOCIO Atualizado

     

    Pronto

    qq coisa pode me chamar 48991555002

     

  • Martin Pfeiffer
    Martin Pfeiffer Member Posts: 32
    25 Up Votes 10 Comments
    edited September 8 #4

    Thanks Marcelo,

    for the great advice!

    I think I got stuck around the rotten days feature since it pin pointed perfectly the actual problem of the deal hence overlooked the last deal activity time filter. I set up a new automation already and hopefully will see soon the first deals moving based on my condition as expected.

    Cheers,

  • Zachary_25412
    Zachary_25412 Member Posts: 4
    First Comment Photogenic First Anniversary
    edited September 8 #5

    Fyi -we built an integration that can move deals based on the amount of time it has been in a stage. Going on the marketplace soon. If interested contact [email protected]

  • Jan Pecinovsky
    Jan Pecinovsky Member Posts: 1
    First Comment
    edited September 8 #6

    I second that! it would be also great for delayed emailing.. "IF no reply in 5 days THEN move to the next stage"

  • Jeremy Wine
    Jeremy Wine Member Posts: 2
    Second Anniversary First Comment Photogenic
    edited September 8 #7

    I also want this feature, but for a slightly different use case.

    Our prospects are seasonal businesses. It only makes sense to reach out to them at specific times in their cycle, but every organization has a different season. So we'd like to kick off campaigns X days after a date that we populate in a custom field on the organization.

  • Jeff Pairis
    Jeff Pairis Member Posts: 9
    Name Dropper First Comment Photogenic First Anniversary
    edited September 8 #8

    @Zachary_25412 Anything that you can share?

  • Zachary_25412
    Zachary_25412 Member Posts: 4
    First Comment Photogenic First Anniversary
    edited September 8 #9

    Check out www.revhero.io - can help with time based automations for pipedrive.

  • Jeff Pairis
    Jeff Pairis Member Posts: 9
    Name Dropper First Comment Photogenic First Anniversary
    edited September 8 #10

    Thank you @Zachary_25412. Unfortunately, I am getting a 403, site not available in your country.

  • Zachary_25412
    Zachary_25412 Member Posts: 4
    First Comment Photogenic First Anniversary
    edited September 8 #11

    Try using a VPN to the US- I think the site is only accessible to the USA.

  • Zachary_25412
    Zachary_25412 Member Posts: 4
    First Comment Photogenic First Anniversary
    edited September 8 #12

    https://revhero.pipedrive.com/scheduler/GkLxPoFM/revhero-meeting - that is their scheduling link too fyi

  • Mathias Brask
    Mathias Brask Member Posts: 51
    10 Comments Photogenic 5 Likes Name Dropper
    #13

    1+ vote for this functionality.

  • Lou
    Lou Member Posts: 14
    10 Comments First Anniversary 5 Likes Name Dropper
    #14

    Yes, we need to check if the persons ID is expired each day and then autoamte reminders. We need to check if the date is past each day but have to use a systems outside pipedrive which is annoying

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